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Northwest & Ethical Investments’s The Mosaic Company MOS Stock Holding History

Northwest & Ethical Investments’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-50,168
Closed -$1.34M – 543
2024
Q3 		$1.34M Buy
50,168
+1,034
+2% +$28.4K 0.04% 284
2024
Q2 		$1.42M Hold
49,134
– – 0.04% 271
2024
Q1 		$1.59M Buy
49,134
+996
+2% +$31.7K 0.05% 264
2023
Q4 		$1.72M Hold
48,138
– – 0.05% 242
2023
Q3 		$1.71M Hold
48,138
– – 0.06% 241
2023
Q2 		$1.68M Hold
48,138
– – 0.05% 255
2023
Q1 		$2.21M Hold
48,138
– – 0.07% 250
2022
Q4 		$2.11M Buy
+48,138
New +$2.38M 0.07% 239
2015
Q2 		– Sell
-135,790
Closed -$6.25M – 230
2015
Q1 		$6.25M Sell
135,790
-34,990
-20% -$1.71M 0.44% 58
2014
Q4 		$7.8M Buy
170,780
+38,220
+29% +$1.69M 0.53% 45
2014
Q3 		$5.89M Buy
132,560
+25,500
+24% +$1.2M 0.39% 62
2014
Q2 		$5.29M Buy
107,060
+25,260
+31% +$1.24M 0.33% 73
2014
Q1 		$4.09M Buy
+81,800
New +$3.9M 0.27% 90

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwest & Ethical Investments's MOS Position: Q4 2024 in Review

Northwest & Ethical Investments sold out of The Mosaic Company (MOS) in Q4 2024, closing a stake of 50,168 shares — an estimated $1.34M sold.

Northwest & Ethical Investments first reported a position in MOS in Q1 2014 and held it in 13 quarters. The position peaked at $7.8M in Q4 2014. 626 funds tracked by Wall St. Rank hold MOS as of Q4 2024.

  • Northwest & Ethical Investments reported no remaining The Mosaic Company position as of Q4 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 50,168 The Mosaic Company shares in Q4 2024, an estimated $1.34M.
  • Northwest & Ethical Investments first reported a position in The Mosaic Company in Q1 2014 and held it in 13 quarters.
  • Northwest & Ethical Investments's The Mosaic Company position peaked at $7.8M in Q4 2014.
  • 626 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2024.

Based on Northwest & Ethical Investments's 13F filing for Q4 2024, filed 11 Feb 2025.